MLPs

Some historical data from Credit Suisse below: MLPs are off 14% this month, pretty bad. Subsequent performance (no guarantees) looks pretty strong though.

• 12 Jun, 2015

  Party Like It's 1999?

  Some observers point to the eye-popping valuations for companies with little revenue (WhatsApp, e.g., bought by Facebook ...

• 2 Apr, 2015

  California Dreamin'

  Well, maybe not dreaming, but some thoughts.Below, my graph shows the unemployment rates for California and the US since ...

• 17 Feb, 2015

  Patience

  Interest rate cycles are long: lasting not years, but decades. Consequently, we don't have many data points for ...